Amy Castillo

Account Specialist | Digital Risk Team @ IMA | Risk & Insurance Solutions for Emerging & Digital Risks

Role
Account Specialist at IMA Financial Group, Inc.
Location
Dallas, TX, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Amy Castillo

Currently an Account Specialist in IMA’s Advanced Industries Practice, I support complex commercial accounts with a focus on digital asset clients and emerging risks. This new chapter broadens my expertise beyond private client work, but I still bring the same high-touch, detail-oriented service that defined my 15+ years in the high-net-worth space.Backed by CPRIA and ACSR designations, I specialize in interpreting coverage, navigating underwriting, and supporting clients with thoughtful, strategic solutions. My approach is relationship-driven - I believe in showing up for people, building trust, and doing things right the first time.I’m known for managing established books of business with care, collaborating seamlessly with producers and carriers, and resolving challenges quickly and empathetically. Whether I’m helping safeguard a family legacy or backing a startup’s bold vision, my mission stays the same: deliver smart, personal, dependable service every step of the way.

Experience

  1. Account Specialist

    IMA Financial Group, Inc.

    Jul 2025 — Present

Education

  • Collin College

    Associate of Arts and Sciences (A.A.S.)

    2001 — 2003

  • University of North Texas

    Bachelor of Arts - BA

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Amy Castillo — Account Specialist at IMA Financial Group, Inc. in Dallas, TX, US | Unifers